Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBLGX (ClearBridge Large Cap Growth Fund Class A) | 4.27% | 11.60% | 18.43% | 10.11% | 14.37% | 14.62% | 11.54% | … | … |
Data as of 06/03/2026, Common starting date is 09/05/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBLGX (ClearBridge Large Cap Growth Fund Class A) | 09/05/1997 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 11.60 | 18.43 | 10.11 | 14.37 | 14.62 | 11.54 | … | … | 4.27 | 8.44 | 27.60 | 45.00 | -32.96 | 21.71 | 30.84 | 31.69 | -0.44 | 25.06 | 6.86 | 9.11 | 13.26 | 37.41 | 20.12 | -1.31 | 8.98 | 41.24 | -37.16 | 4.63 | 4.26 | 5.12 | 0.23 | 46.74 | -25.58 | -12.79 | -8.77 | 31.93 | 54.72 | 5.29 |
| Sharpe Ratio | NA | 0.74 | 0.92 | 0.36 | 0.63 | NA | NA | … | … | 0.62 | 0.26 | 1.51 | 2.56 | -1.09 | 1.37 | 0.90 | 2.18 | -0.10 | 3.28 | 0.49 | 0.58 | 1.02 | 3.13 | 1.43 | -0.06 | 0.50 | 1.60 | -1.01 | 0.09 | 0.07 | 0.24 | -0.05 | 2.31 | -0.90 | -0.59 | -0.50 | 1.28 | 1.98 | 0.54 |
| Standard Deviation(%) | NA | 15.20 | 17.94 | 21.17 | 20.48 | NA | NA | … | … | 17.34 | 21.68 | 15.85 | 16.29 | 31.60 | 15.80 | 33.88 | 13.86 | 19.14 | 7.47 | 13.54 | 15.52 | 12.93 | 11.95 | 14.13 | 23.96 | 17.94 | 25.64 | 37.57 | 16.11 | 12.07 | 11.95 | 15.40 | 19.90 | 29.59 | 26.20 | 26.10 | 22.38 | 25.83 | 25.49 |
| Draw Down(%) | NA | 16.94 | 20.98 | 38.28 | 38.28 | NA | NA | … | … | 14.17 | 20.98 | 9.25 | 11.67 | 36.89 | 7.87 | 30.18 | 8.61 | 19.97 | 2.35 | 11.41 | 12.01 | 8.16 | 5.38 | 10.35 | 18.15 | 18.33 | 17.57 | 48.41 | 9.86 | 14.74 | 9.05 | 18.84 | 13.04 | 35.53 | 32.83 | 21.42 | 11.94 | 26.37 | 11.08 |
| Yield(%) | 0.00 | 12.04 | 11.47 | 9.19 | 11.89 | 13.50 | 11.63 | … | … | 0.00 | 12.19 | 6.63 | 15.88 | 5.75 | 13.66 | 7.50 | 6.40 | 3.80 | 5.23 | 2.22 | 3.12 | 7.00 | 10.49 | 7.86 | 14.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 1.71 | 0.00 | 0.34 |
Data as of 06/03/2026, Common starting date is 09/05/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBLGX (ClearBridge Large Cap Growth Fund Class A) |
-17.65%
Mar 2000 – Mar 2003 |
-8.45%
Feb 2004 – Feb 2009 |
-3.17%
Feb 1999 – Feb 2009 |
3.57%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBLGX (ClearBridge Large Cap Growth Fund Class A) |
29.03%
Oct 1997 – Oct 2000 |
22.85%
Feb 2009 – Feb 2014 |
19.06%
Sep 2011 – Sep 2021 |
16.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart